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CFP
Comprehensive Financial Planning Portfolio holdings
AUM
$144M
1-Year Est. Return
25.61%
This Fund
S&P 500
This Quarter
Est. Return
-2.72%
1 Year Est. Return
+25.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$144M
AUM Growth
-$6.82M
(-4.5%)
Cap. Flow
+$12.5K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
35.16%
Holding
451
New
36
Increased
124
Reduced
55
Closed
64
Top Buys
| 1 |
State Street SPDR S&P Telecom ETF
XTL
|
+$1.07M |
| 2 |
JPMorgan International Value ETF
JIVE
|
+$890K |
| 3 |
iShares Latin America 40 ETF
ILF
|
+$505K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$489K |
| 5 |
Micron Technology
MU
|
+$462K |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.66M |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.16M |
| 3 |
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
|
+$1.06M |
| 4 |
Virtus Biotech ETF
BBP
|
+$557K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$446K |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Communication Services | 3.27% |
| 3 | Consumer Discretionary | 2.89% |
| 4 | Financials | 2.44% |
| 5 | Industrials | 1.99% |
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